Pipeline-first direction
One funnel. Three tracks.
Every relationship keeps its conversation, opportunity, contract and delivery history.
We owe reply 4
Northstar CollectiveP1 · Today
Example RecordsLocher
Meeting 3
Beacon HouseChris joins
Closing 2
Project MeridianContract task
Waiting on them 9
Atlas AudioFollow-up Fri
Nurture 6
Signal GroupExecutive
Verified professional email is a later diligence field. Exact-song growth, source freshness and official social identity are required. Missing evidence routes to enrichment.
Exact-song decision
Demo Artist One
Verified demo identity · rights status unknown
Monthly listeners782K
7D absolute+14.2K
7D growth+18%
Release age34d
Personal action plan
Locher's Today
Action, recipient, reason, due date and source on every line.
Overdue and due today
Reply with campaign scopeAlex RiveraBD OutreachOverdue
Book discovery for ChrisBeacon HouseMeetingToday
Review artist candidateDemo Artist OneArtist AcquisitionToday
This week
Tracker updates4
Campaign actions3
Waiting on others6
From close to outcome
Clients
Contracts & SOWs, Delivery, Reports and billing stay attached to the original opportunity.
Retainer
Northstar Collective
Delivery6 / 8 done
ReportOct 10
InvoiceOct 15
Per-release campaign
Beacon House
Delivery3 / 7 done
ReportsEnd of term
BlockedDSP access
Project fee
Project Meridian
ContractRecord now
SOWDraft
OwnerChris
Shared relationship layer
Relationships
Accounts, contacts, conversations, opportunities and client history.
Maya ChenNorthstar CollectiveClientChris
Alex RiveraExample RecordsProspectLocher
Dry-run and reconcile
Imports & Health
Nothing writes until a person approves the exact plan.
Source threads123
Unique and covered
Updates44
Dry-run proposals
Inserts41
Dry-run proposals
Manual review1
Identity conflict